Portfolio Growth: Focus on growing the Bank's AUM through effective relationship management and acquisition of new-to-bank wealth clients.
Compliance & Risk: Ensure all transactions and client interactions strictly adhere to bank policies, internal SOPs, and industry regulations (e.g., PDPA, AMLCFT, and Shariah Governance).
Building and maintaining close relationships with relevant stakeholders and supporting internal functions.
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Excellent communication and interpersonal skills, with the ability to explain complex financial concepts in clear, accessible language.
Proven client relationship management skills, including trust-building, needs assessment, and ongoing client support.
Bachelor’s degree in Finance, Economics, Business, or a related field; relevant professional certifications (e.g., CFP, CFA, CWM) are an advantage.
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